JOB SUMMARY

Working under general supervision, provides support to senior leaders and brokers by providing analysis, research, and perspective of client and market information that enables the business to think and approach clients strategically.

Plays an active role in all aspects of the client engagement process by gathering information, identifying issues, forming hypotheses, providing input during client discussions, designing, and conducting analyses, and creating materials for use with existing and prospective clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Supports the Local Market Area (LMA) and Line of Business Leadership with ad-hoc special projects that support managed brokerage functions and overall LMA strategic priorities. Such projects include broker revenue analysis, market share analysis, business activity stats, research on potential acquisition targets, research on recruiting, competition analysis, client touch program, relationship database and client care & development program.

Develops tools and drives efforts to better support business development functions and revenue driving activities. Such efforts include intensive relationship and/or company analysis, preparing company x-ray information, assisting with pitch presentation preparations, developing and researching business development target lists, industry/geography/building experience lists, and fielding company and relationship inquiries.

Conducts financial modeling and portfolio and asset valuation on target clients' holdings or prospects to provide perspective and recommendations on business development strategies and solutions. Performs competitive analyses on business opportunities and client segments.

Performs other duties as assigned.

SUPERVISORY RESPONSIBILITIES

No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance, and/or training to coworkers. May coordinate and assign tasks to co-workers within a work unit and/or project

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential

functions.

EDUCATION and EXPERIENCE

Bachelor's degree (BA/BS) from 4-year college or university required. Minimum of 1 year of

experience preferred.

CERTIFICATES and/or LICENSES

COMMUNICATION SKILLS

Ability to comprehend, analyze, and interpret various types of business documents. Ability to write

reports, manuals, speeches, and articles in a pre-designed style and format. Ability to effectively

respond to complex inquiries or complaints from clients, co-workers, supervisor, and/or

management. Ability to present information to an internal department and/or large groups of

employees. Team Player, ability to cross-collaborate with various teams across the advisory

services platform.

FINANCIAL KNOWLEDGE

Requires knowledge of financial terms and principles. Ability to calculate intermediate figures

such as percentages, growth rates, discounts, and other fundamental Excel formulas. Conduct

basic financial analysis. Use of financial tools for analytics and problem solving.

REASONING ABILITY

Ability to solve problems involving several options in situations. Requires intermediate analytical

and quantitative skills. Ability to interpret multiple sources of data to create threads of opportunity

or value creation.

OTHER SKILLS and/or ABILITIES

Intermediate skills with Microsoft Office Suite (Word, Excel, and PowerPoint.) Proficiency in

database and web-based research technology.